By chance I just found again that old NR in my files - of March 2012.
So this timeframe seems to me quite realistic:4-5 years from projecting/ proof of concept to market. We should not worry about other companies publishing their first results - they are way behind commercial applications.
So let's remind that it was not a complete change of strategy of SV, he just refocussed on this paricular AOC-project (While most probably other projects are still - due to NDAs - invisible for us).
Execute!